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Focused Capital.
Long-Term Thinking.

Clarity, curiosity, and conviction.

Investment Approach

How we evaluate every opportunity.

01

Act with conviction

We invest in a select number of well-understood companies, aiming to maximize long-term compounded returns.

02

Focus on quality and opportunity

We back high-quality businesses with the potential to grow intrinsic value over time. We also target companies where we can drive meaningful improvements in operations, governance, or leadership to unlock shareholder value.​

 

03

Prioritize downside protection and selectivity

We avoid low-upside opportunities and focus on companies with a low likelihood of permanent capital loss. We aim to generate just 1 to 4 high-conviction ideas per year, because true opportunities are rare, and protecting capital matters as much as growing it.

Facts and Figures

We’re good with numbers

25

Years of Experience

$30B+

AUM under research oversight

530 bps

Annual outperformance over 5+ years

9

Years of concentrated long/short portfolio management

About Us

Yellow Stripes Capital is an investment firm built around intrinsic value investment philosophy.

About the Founder

Founder Image

Harsh Acharya brings over two decades of global investing experience, spanning roles at Diamond Hill, BMO Capital Markets, and Kotak. He combines deep research, disciplined execution, and a long-term mindset to identify high-conviction opportunities.

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Testimonials

What our clients say

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Our Network

United in Excellence: Showcasing
Our Client Collaborations

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